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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.59M	-$148K	1	0.01%	Reduced
402	Shelton Capital Management Denver, Colorado	$2.58M	+$20.8K	4	0.1%	Increased
403	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.53M	+$66.9K	1	0.68%	Increased
404	Winton Group London, United Kingdom	$2.52M	-$102K	4	0.14%	Reduced
405	SW SlateStone Wealth Jupiter, Florida	$2.49M	$0	1	0.57%	Maintained
406	Catalyst Capital Advisors Huntington, New York	$2.48M	-$96.5K	1	0.12%	Reduced
407	PL Polianta Ltd St Helier, Jersey	$2.48M	+$1.26M	2	1.29%	Increased
408	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.47M	-$295K	2	0.01%	Reduced
409	HT HAP Trading New York	$2.44M	+$35.4K	3	0.08%	Increased
410	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$2.41M	+$577K	1	0.42%	Increased
411	PP Paloma Partners Greenwich, Connecticut	$2.4M	+$378K	5	0.04%	Increased
412	Meitav Investment House Bene-Beraq, Israel	$2.4M	+$2.09M	1	0.06%	Increased
413	FIA FNY Investment Advisers New York	$2.39M	-$207K	1	0.96%	Reduced
414	EIP Ellis Investment Partners Berwyn, Pennsylvania	$2.35M	+$260K	2	0.6%	Increased
415	BHA Beech Hill Advisors New York	$2.35M	+$2.28M	1	0.95%	New
416	KM Kalos Management Alpharetta, Georgia	$2.34M	+$118K	1	0.95%	Increased
417	SW SkyOak Wealth Southfield, Michigan	$2.31M	-$41.3K	1	0.62%	Reduced
418	EGI EAM Global Investors Solana Beach, California	$2.31M	+$2.17M	1	0.64%	New
419	LSC Lesa Sroufe & Co Seattle, Washington	$2.3M	+$157K	1	2.29%	Increased
420	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.3M	+$280K	4	0%	Increased
421	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.29M	+$16.1K	1	0.21%	Increased
422	SM Sciencast Management Princeton, New Jersey	$2.29M	+$1.2M	2	0.48%	Increased
423	OIM Orca Investment Management Roseburg, Oregon	$2.24M	+$2.17M	1	2.02%	New
424	Maven Securities St Helier, Jersey	$2.23M	-$5.07M	1	0.09%	Reduced
425	TC TownSquare Capital Provo, Utah	$2.23M	+$496K	1	0.07%	Increased